Stock ownership · SEC 13F · Q3 2025

Unilever PLC

A breakdown of Unilever PLC's institutional base (CUSIP 904767704): the holders, the concentration among them, and what changed last quarter.

$6.0M
Reported value
14
Institutions
98%
Top-5 share

The verdict

14 institutional filers report $6.0M of Unilever PLC on their books as of Q3 2025. Unilever PLC is a position with modest but real institutional breadth, and that ownership is held overwhelmingly by a small core of institutions.

14
institutions hold it
$6.0M
reported 13F value
98%
held by top 5
#214
of 216 by value

Based on long positions reported to the SEC as of Q3 2025; 13F omits shorts, options and non-US holdings.

How to read this page

This page summarizes how large institutional investment managers report holding this security in their quarterly SEC Form 13F-HR filings. A 13F filing is a mandatory disclosure that any manager with at least $100 million in qualifying US-listed equity assets must submit to the Securities and Exchange Commission within 45 days of the end of each calendar quarter. The figures here therefore describe long equity positions as of a specific reporting quarter, not live market quotes, and not a manager's complete book. 13F disclosures deliberately exclude short positions, cash, most derivatives, non-US listings, and small holdings, so the institutional ownership shown is a floor rather than a full picture. "Holders" counts the distinct managers reporting a position; "reported value" sums the market value those managers disclosed; and "top-5 concentration" measures how much of that reported value sits with the five largest holders. Use these numbers to understand institutional interest and how it shifts quarter over quarter, never as a recommendation to buy or sell. Every figure is rendered directly from the underlying filings and can be verified against the original documents on SEC EDGAR. This page is provided for informational purposes only and is not financial advice, consult a licensed financial advisor before making investment decisions.

Reported value

$6.0M

Institutional 13F value

Institutions

14

Reporting holders

Top-5 concentration

98%

Held by 5 largest

New buyers

13

Opened Q3 2025

Broadly held Concentrated ownership

Top-5 holder concentration

0%100%98%
Top-5 holder concentration
Share of reported value held by the 5 largest institutions · Q3 2025
Ownership breadth 61.0%

Unilever PLC is more widely held than about 61% of the broadly-held stocks we track (by number of reporting institutions), as of Q3 2025.

Largest institutional holders of Unilever PLC
  1. 1
  2. 2
  3. 3
  4. 4
  5. 5
  6. 6

Top 6 reported holders by value · Q3 2025

Institutional ownership over time

The number of institutions reporting a Unilever PLC position has risen from 5 to 14 over the last 7 quarters of 13F filings.

051015 Q1'24Q2'24Q3'24Q4'24Q1'25Q2'25Q3'25 14
Distinct 13F filers holding Unilever PLC, by quarter

Top Institutional Holders

# Institution Shares Value Share of reported
1 Tweedy, Browne Co LLC 62,616 $3.7M 61.6%
2 Kimelman & Baird, LLC 21,600 $1.3M 21.2%
3 Court Place Advisors, LLC 6,375 $378K 6.3%
4 JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) 4,668 $277K 4.6%
5 GRAYBILL WEALTH MANAGEMENT, LTD. 4,471 $265K 4.4%
6 TD Capital Management LLC 672 $40K 0.7%
7 Asset Dedication, LLC 476 $28K 0.5%
8 CHELSEA COUNSEL CO 400 $24K 0.4%
9 CIBC Private Wealth Group LLC 182 $11K 0.2%
10 Bell Investment Advisors, Inc 162 $10K 0.2%
11 KERR FINANCIAL PLANNING Corp 34 $2K 0.0%
12 CENTAURUS FINANCIAL, INC. 12,884 $764 0.0%
13 Old North State Trust, LLC 10,596 $628 0.0%
14 Strategic Advocates LLC 7 $415 0.0%

Latest Quarter Activity · Q3 2025

What the data says about Unilever PLC

A handful of institutions account for most of the reported institutional float here.

  • See how Unilever PLC's holder count and reported value have shifted quarter over quarter. Biggest movers
  • Check where this stock ranks among the most widely held names before treating one position as a signal. Most-held stocks
  • Review the gaps in 13F reporting before drawing conclusions from it. 13F limitations

Informational only, not investment advice. 13F is a 45-day-lagged snapshot of long US-equity positions; holdings may have changed.

Frequently Asked Questions

How many institutions hold Unilever PLC?
Unilever PLC is held by 14 institutional investors per the latest SEC Form 13F filings as of Q3 2025.
What is the total institutional value of Unilever PLC?
Institutions report $6.0M of Unilever PLC as of Q3 2025.
How concentrated is ownership of Unilever PLC?
The top five institutional holders account for 98% of the reported institutional value in Unilever PLC, making ownership held overwhelmingly by a small core of institutions.
Who is the largest institutional holder of Unilever PLC?
Tweedy, Browne Co LLC is the largest reported holder of Unilever PLC with $3.7M across 62,616 shares as of Q3 2025.
Where does this Unilever PLC data come from?
Every figure is rendered live from SEC Form 13F-HR filings in the EDGAR system. 13F is a mandatory quarterly disclosure of long US-listed equity positions, filed within 45 days of each quarter-end.

Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q3 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.